Civic Intelligence

The Rowan Foundation Inc

990PF • Fiscal year 2017 • EIN 20-0484903

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

116 Osprey Point DrOsprey, FL 34229

(941) 966-5684

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

84th percentile

33%

Higher net margin than 84% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

52nd percentile

2.8%

Faster asset growth than 52% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

0.8%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$598,702

Up $16,589 (+2.8%) from 2016

Net Assets

Up

$598,702

Up $16,589 (+2.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$50,495

Up $394 (+0.8%) from 2016

Expenses

Up

$33,909

Up $1,086 (+3.3%) from 2016

Net Income

Down

$16,586

Down $692 (-4.0%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $415,571Liabilities 2010: $0Net Assets 2010: $415,5712010Assets 2011: $451,916Liabilities 2011: $0Net Assets 2011: $451,9162011Assets 2012: $488,139Liabilities 2012: $0Net Assets 2012: $488,1392012Assets 2013: $517,670Liabilities 2013: $0Net Assets 2013: $517,6702013Assets 2014: $540,473Liabilities 2014: $0Net Assets 2014: $540,4732014Assets 2015: $564,802Liabilities 2015: $0Net Assets 2015: $564,8022015Assets 2016: $582,113Liabilities 2016: $0Net Assets 2016: $582,1132016Assets 2017: $598,702Liabilities 2017: $0Net Assets 2017: $598,7022017Assets 2018: $652,821Liabilities 2018: $0Net Assets 2018: $652,8212018Assets 2019: $611,698Liabilities 2019: $0Net Assets 2019: $611,6982019Assets 2020: $561,977Liabilities 2020: $0Net Assets 2020: $561,9772020Assets 2021: $513,242Liabilities 2021: $0Net Assets 2021: $513,2422021Assets 2022: $456,063Liabilities 2022: $0Net Assets 2022: $456,0632022Assets 2023: $414,198Liabilities 2023: $0Net Assets 2023: $414,1982023Assets 2024: $375,250Liabilities 2024: $0Net Assets 2024: $375,2502024Assets 2025: $334,042Liabilities 2025: $0Net Assets 2025: $334,0422025

Highlighted filing

2017

Assets$598,702
Liabilities$0
Net Assets$598,702

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2010: $20,2662010Expenses 2011: $24,7462011Expenses 2012: $22,3992012Revenue 2013: $58,343Expenses 2013: $28,579Net Income 2013: $29,7642013Revenue 2014: $54,029Expenses 2014: $31,207Net Income 2014: $22,8222014Revenue 2015: $53,313Expenses 2015: $28,689Net Income 2015: $24,6242015Revenue 2016: $50,101Expenses 2016: $32,823Net Income 2016: $17,2782016Revenue 2017: $50,495Expenses 2017: $33,909Net Income 2017: $16,5862017Revenue 2018: $90,437Expenses 2018: $36,014Net Income 2018: $54,4232018Revenue 2019: $14,024Expenses 2019: $55,147Net Income 2019: -$41,1232019Revenue 2020: $6,801Expenses 2020: $56,522Net Income 2020: -$49,7212020Revenue 2021: $4,270Expenses 2021: $53,005Net Income 2021: -$48,7352021Revenue 2022: $3,341Expenses 2022: $60,520Net Income 2022: -$57,1792022Revenue 2023: $16,254Expenses 2023: $58,119Net Income 2023: -$41,8652023Revenue 2024: $17,389Expenses 2024: $56,337Net Income 2024: -$38,9482024Revenue 2025: $14,720Expenses 2025: $55,928Net Income 2025: -$41,2082025

Highlighted filing

2017

Revenue$50,495
Expenses$33,909
Net Income$16,586
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter RowanPres/Treas-$0--
Roberta RowanVP/Sec-$0--
Jennifer RowanDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Rowan Foundation Inc
EIN
20-0484903
Phone
9419665684
Address
116 Osprey Point Dr, Osprey, FL 34229

Signing Officer

Name
Peter Rowan
Title
Pres/Treas
Signed
2018-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Aaron Five Inc
Address
4911 52nd Ave W, Bradenton, FL 34210
Preparer
Aaron Mondon
Phone
9415456119
Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Roberta Rowan
IRS990PF/StatementsRegardingActyGrp/PhoneNum09419665684
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Provide financial support to several local non-profit organizations
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt031000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt36000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0to assist hospice patients
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1to support those in need in the parrish
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2to help preserve Historic Spanish Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3to support work on curing and preventing cancer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Serves patients who suffer from neuropathic facial pain
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Tidewell Hospice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Our Lady of Mount Carmel Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Historic Spanish Point
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Moffitt Cancer Center Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Facial Pain Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05955 Rand Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1425 S Tamiami Trail
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 846
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 23827
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4408 W University Ave Ste 402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Sarasota
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Osprey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Osprey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034238
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031596
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01182
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01399
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05294
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01182
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01399
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032246
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0650
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05294
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04644
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0The Rowan Charitable Lead Unitrust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0116 Osprey Point Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Osprey
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034229
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt040920
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Florida annual fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0non-taxable items
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01498
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Mgt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01498
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/Amt1104
TaxesSchedule/TaxesDetail/CategoryTxt0Federal income tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0104
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Rowan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Rowan Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROWA
ReturnHeader/Filer/EIN0200484903
ReturnHeader/Filer/PhoneNum09419665684
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 Osprey Point Dr
ReturnHeader/Filer/USAddress/CityNm0Osprey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034229
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472950224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aaron Five Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04911 52nd Ave W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bradenton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034210
ReturnHeader/PreparerPersonGrp/PhoneNum09415456119
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aaron Mondon
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-01T05:13:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.15$0.56$0.41
2024Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.17$0.56$0.39
2023Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.16$0.58$0.42
2022Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.03$0.61$0.57
2021Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.04$0.53$0.49
2020Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.07$0.57$0.50
2019Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.14$0.55$0.41
2018Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.90$0.36$0.54
2017Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.50$0.34$0.17
2016Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.50$0.33$0.17
2015Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.53$0.29$0.25
2014Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.54$0.31$0.23
2013Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.58$0.29$0.30
2012Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.22
2011Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.25
2010Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.20